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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,989 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,595 | $35,986-95.6% | $77,513-97.9% | $73,493-97.8% |
| Participation rate | 84.7% | 40.8%+43.9pp | 54.2%+30.5pp | 70.7%+14.0pp |
| Annual return | 0.00% | 19.26%-19.3pp | 54.81%-54.8pp | 28.51%-28.5pp |
| Employer contribution / active EE | $451 | $557-19.1% | $987-54.3% | $2,270-80.1% |
| Participant deferral / active EE | $895 | $1,198-25.3% | $1,861-51.9% | $3,740-76.1% |
| Admin fee / account holder | $16 | $466-96.5% | $2,859-99.4% | $513-96.8% |